PAUL H BURGESS INC
Plan context: PAUL H BURGESS INC 401(K) PROFIT SHARING PLAN & TRUST
EIN 73-1433468 • Tulsa, OK • 11 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$505,354
2025 Contributions
$502
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $505,354 | $502 | $167iApproximate average salary by contribution assumption: employee only about $4,183 at 4% or $2,789 at 6%; with 50% employer match about $2,789 at 4% or $1,859 at 6%; with 100% employer match about $2,092 at 4% or $1,394 at 6%. |
| PAUL H BURGESS INC 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $505,354 | $502 | $167iApproximate average salary by contribution assumption: employee only about $4,183 at 4% or $2,789 at 6%; with 50% employer match about $2,789 at 4% or $1,859 at 6%; with 100% employer match about $2,092 at 4% or $1,394 at 6%. |
| 2024 | 1 | 3 | $430,052 | $28,203 | $9,401iApproximate average salary by contribution assumption: employee only about $235,025 at 4% or $156,683 at 6%; with 50% employer match about $156,683 at 4% or $104,456 at 6%; with 100% employer match about $117,513 at 4% or $78,342 at 6%. |
| PAUL H BURGESS INC 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $430,052 | $28,203 | $9,401iApproximate average salary by contribution assumption: employee only about $235,025 at 4% or $156,683 at 6%; with 50% employer match about $156,683 at 4% or $104,456 at 6%; with 100% employer match about $117,513 at 4% or $78,342 at 6%. |
| 2023 | 1 | 3 | $429,415 | $43,703 | $14,568iApproximate average salary by contribution assumption: employee only about $364,192 at 4% or $242,794 at 6%; with 50% employer match about $242,794 at 4% or $161,863 at 6%; with 100% employer match about $182,096 at 4% or $121,397 at 6%. |
| PAUL H BURGESS INC 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $429,415 | $43,703 | $14,568iApproximate average salary by contribution assumption: employee only about $364,192 at 4% or $242,794 at 6%; with 50% employer match about $242,794 at 4% or $161,863 at 6%; with 100% employer match about $182,096 at 4% or $121,397 at 6%. |
| 2022 | 1 | 2 | $312,577 | $2,944 | $1,472iApproximate average salary by contribution assumption: employee only about $36,800 at 4% or $24,533 at 6%; with 50% employer match about $24,533 at 4% or $16,356 at 6%; with 100% employer match about $18,400 at 4% or $12,267 at 6%. |
| PAUL H BURGESS INC 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $312,577 | $2,944 | $1,472iApproximate average salary by contribution assumption: employee only about $36,800 at 4% or $24,533 at 6%; with 50% employer match about $24,533 at 4% or $16,356 at 6%; with 100% employer match about $18,400 at 4% or $12,267 at 6%. |
| 2021 | 1 | 2 | $359,587 | $30,142 | $15,071iApproximate average salary by contribution assumption: employee only about $376,775 at 4% or $251,183 at 6%; with 50% employer match about $251,183 at 4% or $167,456 at 6%; with 100% employer match about $188,388 at 4% or $125,592 at 6%. |
| PAUL H BURGESS INC 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $359,587 | $30,142 | $15,071iApproximate average salary by contribution assumption: employee only about $376,775 at 4% or $251,183 at 6%; with 50% employer match about $251,183 at 4% or $167,456 at 6%; with 100% employer match about $188,388 at 4% or $125,592 at 6%. |
| 2020 | 1 | 2 | $304,783 | $21,133 | $10,567iApproximate average salary by contribution assumption: employee only about $264,163 at 4% or $176,108 at 6%; with 50% employer match about $176,108 at 4% or $117,406 at 6%; with 100% employer match about $132,081 at 4% or $88,054 at 6%. |
| PAUL H BURGESS INC 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $304,783 | $21,133 | $10,567iApproximate average salary by contribution assumption: employee only about $264,163 at 4% or $176,108 at 6%; with 50% employer match about $176,108 at 4% or $117,406 at 6%; with 100% employer match about $132,081 at 4% or $88,054 at 6%. |
| 2019 | 1 | 2 | $261,386 | $27,537 | $13,769iApproximate average salary by contribution assumption: employee only about $344,213 at 4% or $229,475 at 6%; with 50% employer match about $229,475 at 4% or $152,983 at 6%; with 100% employer match about $172,106 at 4% or $114,738 at 6%. |
| PAUL H BURGESS INC 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $261,386 | $27,537 | $13,769iApproximate average salary by contribution assumption: employee only about $344,213 at 4% or $229,475 at 6%; with 50% employer match about $229,475 at 4% or $152,983 at 6%; with 100% employer match about $172,106 at 4% or $114,738 at 6%. |
| 2018 | 1 | 3 | $184,983 | $26,648 | $8,883iApproximate average salary by contribution assumption: employee only about $222,067 at 4% or $148,044 at 6%; with 50% employer match about $148,044 at 4% or $98,696 at 6%; with 100% employer match about $111,033 at 4% or $74,022 at 6%. |
| PAUL H BURGESS INC 401 K PROFIT SHARING PLAN TRUST | - | 3 | $184,983 | $26,648 | $8,883iApproximate average salary by contribution assumption: employee only about $222,067 at 4% or $148,044 at 6%; with 50% employer match about $148,044 at 4% or $98,696 at 6%; with 100% employer match about $111,033 at 4% or $74,022 at 6%. |
| 2017 | 1 | 3 | $172,696 | $69,509 | $23,170iApproximate average salary by contribution assumption: employee only about $579,242 at 4% or $386,161 at 6%; with 50% employer match about $386,161 at 4% or $257,441 at 6%; with 100% employer match about $289,621 at 4% or $193,081 at 6%. |
| PAUL H BURGESS INC 401 K PROFIT SHARING PLAN TRUST | - | 3 | $172,696 | $69,509 | $23,170iApproximate average salary by contribution assumption: employee only about $579,242 at 4% or $386,161 at 6%; with 50% employer match about $386,161 at 4% or $257,441 at 6%; with 100% employer match about $289,621 at 4% or $193,081 at 6%. |
| 2016 | 1 | 2 | $77,472 | $51,356 | $25,678iApproximate average salary by contribution assumption: employee only about $641,950 at 4% or $427,967 at 6%; with 50% employer match about $427,967 at 4% or $285,311 at 6%; with 100% employer match about $320,975 at 4% or $213,983 at 6%. |
| PAUL H BURGESS INC 401 K PROFIT SHARING PLAN TRUST | - | 2 | $77,472 | $51,356 | $25,678iApproximate average salary by contribution assumption: employee only about $641,950 at 4% or $427,967 at 6%; with 50% employer match about $427,967 at 4% or $285,311 at 6%; with 100% employer match about $320,975 at 4% or $213,983 at 6%. |
| 2015 | 1 | 2 | $21,917 | $24,582 | $12,291iApproximate average salary by contribution assumption: employee only about $307,275 at 4% or $204,850 at 6%; with 50% employer match about $204,850 at 4% or $136,567 at 6%; with 100% employer match about $153,638 at 4% or $102,425 at 6%. |
| PAUL H BURGESS INC 401 K PROFIT SHARING PLAN TRUST | - | 2 | $21,917 | $24,582 | $12,291iApproximate average salary by contribution assumption: employee only about $307,275 at 4% or $204,850 at 6%; with 50% employer match about $204,850 at 4% or $136,567 at 6%; with 100% employer match about $153,638 at 4% or $102,425 at 6%. |